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Kate Booker

Vice President - Portfolio Manager at Guyasuta Investment Advisors Inc.

Pittsburgh, PA , United States

About

Kate Davis Booker currently serves as Vice President and Portfolio Manager at Guyasuta Investment Advisors in Pittsburgh, PA. In this role, she oversees portfolio management and is responsible for developing and executing investment strategies tailored to client objectives, drawing on her broad expertise in financial services and capital markets.

Kate’s investment focus includes public and private markets, with particular experience in industrial equipment, real estate acquisition and development, and credit analysis. She leverages her background in capital markets and equipment finance—gained at institutions such as PNC Capital Markets LLC and TriState Capital Bank—to assess economic data, manage market risks, and construct portfolios across equity and fixed income asset classes.

Her career has included leadership and advisory roles in both the private sector and academia, notably as Program Manager and Business Advisor at Chatham University’s Center for Women’s Entrepreneurship. Kate holds an MBA in Finance and Entrepreneurship from Carnegie Mellon University’s Tepper School of Business, a BA in Sociology from The Johns Hopkins University, and is an alumna of Leadership Pittsburgh.

Career History

OrganizationRoleDate RangeDetails
Guyasuta Investment AdvisorsVice President - Portfolio ManagerSep 2023 to Present
I work directly with clients and manage their investment portfolios, including trading securities, using in-depth knowledge of capital markets and portfolio management.
TriState Capital BankVice President, Portfolio Manager - Equipment FinanceJan 2022 to Sep 2023
Chatham UniversityProgram Manager and Business AdvisorJan 2020 to Jan 2022
Chatham UniversityBusiness Development Specialist - Women's Business CenterJul 2019 to Jan 2020
M. Davis GroupCOO and CFOAug 2009 to Jun 2018
Auctions, appraisals, acquisitions and consulting in industrial machinery and equipment.
PNC Financial Services GroupAssociateJul 2008 to Aug 2009
Financial Institutions Group - Capital Markets
The Kraft Heinz CompanyMBA Intern, Supply Chain FinanceMay 2007 to Aug 2007
Harry Davis & CompanyAuctioneer and AppraiserFeb 2004 to Aug 2006

Education

Leadership Pittsburgh

Class XXXIII

2016 2017

Carnegie Mellon University - Tepper School of Business

Master of Business Administration (MBA), Finance & Entrepreneurship

2006 2008

The Johns Hopkins University

BA, Sociology

1999 2003

Skills & Expertise

Investment Management
Investment Strategies
Strategic Planning
Negotiation
Financial Analysis
Business Strategy
Financial Modeling
Product Management
Valuation
Mergers
Start-ups
Analytics
Strategy
Business Development
Cross-functional Team Leadership
Acquisition Integration
Business Planning
Process Improvement
Due Diligence
M&A experience
Management
Analysis
Mergers & Acquisitions
Small Business
Leadership
Business Process Improvement

Others at Guyasuta Investment Advisors Inc. (4)

NameRoleLocation
E
Emily Weimer
Equity Research AnalystPittsburgh, PA , United States
Nancy Foster
Nancy Foster
PartnerPittsburgh, PA , United States
P
Paul Magovern
PartnerPittsburgh, PA , United States
Hank Kincaid
Hank Kincaid
Equity Research AnalystPittsburgh, PA , United States

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